NVIDIA Reports Earnings – Implications for MAG7 | MAGS
Today was an interesting day in the market. We were reluctant to discuss any trade ideas yesterday as NVIDIA was to report earnings before the opening. This article is for…
Options Expiration
It is that time of the month again. Standard monthly options will expire at the end of the week. As such, we have six trades coming due. Four of those…
Biotech | IBB
Here at TOE, we think (1) tech has run its course for the time being and 2) some out-of-favor sectors like Biotech are about to take the lead in the…
Santa Baby, An Investor’s Christmas List
As the holidays approach, I am reminded of Eartha Kitt's famous rendition of "Santa Baby", a rather ambitious Christmas list that included a duplex and checks. One particularly expensive item…
CrowdStrike | CRWD
As you know, we are generally bullish here at TOE, and for good reason. Looking back 100 years, equity returns at positive 73% of the time on a year over…
Rio Tinto Update | RIO
It's time to do an update on our Rio Tinto trade. Recall that Rio Tinto is a giant, diversified mining company that operates globally. This article is for paid members…
Starbucks | SBUX
On September 3, 2025, we suggested that traders sell a cash-covered, near-the-money put on Starbucks common stock. We took this position because, while the company is in restructuring mode, we…
GE Aerospace is at all-time highs, but there are significant risks.
GE Aerospace's impressive rally since its spinoff from General Electric has captured investor enthusiasm; This article is for paid members - please login or subscribe for access.
Palantir Technology | PLTR
Palantir Technology is a company we have been watching with keen interest. It is a darling of both defense and AI investors. The reason is simple. The company specializes in…
Bath & Body Works | BBWI
Today, we are going to discuss a favorite, slow-growing, yet highly profitable company that few investors pay attention to. It is Bath & Body Works. I got back on my…
Wendy’s | WEN
The fast food industry has been struggling lately. McDonald's stock price is down, and Chipotle's stock price has fallen hard. Wendy's, the company that is the topic of today's note,…
What’s the Deal with Bitcoin | BTC & MSTR
As our readers are aware, we like Bitcoin as a long-term investment. So long as the Federal Government of the US, every European nation, and most emerging market governments run…